John Patsy Email & Phone Number
Financial Advisor @ LPL Financial
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John Patsy Location
- Holbrook, NY, US
John Patsy Work
- 2009 -now Financial Advisor @
- 2007 -2009 Financial Advisor @
- 1996 -2006 Vice President @
- 1993 -1996 Project Manager @ SECOR
- 1987 -1993 Project Manager @
- 1984 -1987 Applications Developer @ EDS
John Patsy Education
- James Madison University
BBA (Finance, Economics)
- Wake Forest University
John Patsy Skills
- Retirement Planning
- Retirement Savings
- Asset Management
- Strategic Financial Planning
- Life Insurance
- Fixed Annuities
- Variable Annuities
- Tax Efficiency
- Retirement
- Asset Allocation
- Qualified Retirement Plans
- Roth IRA
- Simple IRA
- SEP IRA
- Traditional IRA
- IRAs
- RMDS
- Long Term Care Insurance
- Social Security
- Medicare
- Financial Services
- College Savings Plans
- Alternative Investments
- Mutual Funds
- Personal Financial Planning
- Permanent Life Insurance
- Term Life Insurance
- Irrevocable Life Insurance Trusts
- Portfolio Management
- Portfolio Assessment
- Investment Portfolio
- Investments
- Investment Strategies
- ETFs
- Investment Advisory
- Wealth Management Services
- Wealth Accumulation
- Wealth Accumulation Strategies
- Wealth Management
- Wealth Preservation Planning
- Value Investing
- Personal Finance
- Capital Markets
- Financial Markets
- Certified Financial Planner
John Patsy Summary
- John Patsy, based in Holbrook, NY, US, is currently a Financial Advisor at LPL Financial. John Patsy brings experience from previous roles at Ameriprise Financial, Morgan Stanley, SECOR and Chase Manhattan Bank. John Patsy holds a BBA in Finance, Economics @ James Madison University. With a robust skill set that includes Retirement Planning, Retirement Savings, Asset Management, Strategic Financial Planning, Life Insurance and more. John Patsy has 2 emails and 1 mobile phone numbers on RocketReach.
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